Greenleaf Trust Has $8.79 Million Holdings in iShares Russell 2000 Index (IWM)

Greenleaf Trust boosted its stake in iShares Russell 2000 Index (NYSEARCA:IWM) by 8.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,635 shares of the exchange traded fund’s stock after buying an additional 4,416 shares during the period. iShares Russell 2000 Index accounts for approximately 0.2% of Greenleaf Trust’s investment portfolio, making the stock its 29th largest holding. Greenleaf Trust’s holdings in iShares Russell 2000 Index were worth $8,787,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Edge Wealth Management LLC increased its holdings in shares of iShares Russell 2000 Index by 1,138.2% during the third quarter. Edge Wealth Management LLC now owns 681 shares of the exchange traded fund’s stock valued at $101,000 after purchasing an additional 626 shares during the period. LeJeune Puetz Investment Counsel LLC acquired a new position in shares of iShares Russell 2000 Index during the third quarter valued at $104,000. Tiedemann Wealth Management LLC increased its holdings in shares of iShares Russell 2000 Index by 33.3% during the third quarter. Tiedemann Wealth Management LLC now owns 14,757 shares of the exchange traded fund’s stock valued at $115,000 after purchasing an additional 3,685 shares during the period. Gradient Investments LLC acquired a new position in shares of iShares Russell 2000 Index during the fourth quarter valued at $117,000. Finally, FNY Managed Accounts LLC acquired a new position in shares of iShares Russell 2000 Index during the third quarter valued at $118,000.

iShares Russell 2000 Index (NYSEARCA:IWM) opened at $151.15 on Thursday. The stock has a market capitalization of $41,540.00 and a PE ratio of 37.79. iShares Russell 2000 Index has a fifty-two week low of $132.40 and a fifty-two week high of $160.63.

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iShares Russell 2000 Index Profile

iShares Russell 2000 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the small-capitalization sector of the United States equity market and includes securities issued by the approximately 2,000 smallest issuers in the Russell 3000 Index.

Institutional Ownership by Quarter for iShares Russell 2000 Index (NYSEARCA:IWM)

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